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Aleesha K. Graham

Commonwealth Financial Network

Pomfret Center, CT

CRD 7662264

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-08-21
RI RA APPROVED 2025-08-21
  • CT RA
    APPROVED
    Since 2025-08-21
  • RI RA
    APPROVED
    Since 2025-08-21

Branch Locations

697 Pomfret Street, Pomfret Center, CT 06259 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corrigan Financial, Inc. Middletown RI 12/2021 12/2023
Samplers Inc Pawtucket RI 08/2021 02/2022
Crown Supply Company Providence RI 01/2020 04/2021
Matouk Fall River MA 05/2019 11/2019
Chardonnay's Seekonk MA 11/2018 06/2019
Siena Smithfield RI 06/2018 11/2018
Jrs Providence Providence RI 01/2018 05/2018
Johnson & Wales University Providence RI 09/2016 06/2018
For Love And Food Enfield CT 06/2016 08/2017
Fidelity Investments Smithfield RI 01/2024 07/2025
Samplers Inc Pawtucket RI 11/2019 08/2021
Women's Refugee Care Providence RI 12/2019 02/2020
Commonwealth Financial Network Waltham MA 07/2025 09/2025
Whz Strategic Wealth Advisors Pomfret Center CT 07/2025 09/2025
Commonwealth Financial Network Waltham MA 09/2025 Present
Whz Strategic Wealth Advisors Pomfret Center CT 09/2025 Present
  • 12/2021 → 12/2023
    Corrigan Financial, Inc.
    Middletown, RI
  • 08/2021 → 02/2022
    Samplers Inc
    Pawtucket, RI
  • 01/2020 → 04/2021
    Crown Supply Company
    Providence, RI
  • 05/2019 → 11/2019
    Matouk
    Fall River, MA
  • 11/2018 → 06/2019
    Chardonnay's
    Seekonk, MA
  • 06/2018 → 11/2018
    Siena
    Smithfield, RI
  • 01/2018 → 05/2018
    Jrs Providence
    Providence, RI
  • 09/2016 → 06/2018
    Johnson & Wales University
    Providence, RI
  • 06/2016 → 08/2017
    For Love And Food
    Enfield, CT
  • 01/2024 → 07/2025
    Fidelity Investments
    Smithfield, RI
  • 11/2019 → 08/2021
    Samplers Inc
    Pawtucket, RI
  • 12/2019 → 02/2020
    Women's Refugee Care
    Providence, RI
  • 07/2025 → 09/2025
    Waltham, MA
  • 07/2025 → 09/2025
    Whz Strategic Wealth Advisors
    Pomfret Center, CT
  • 09/2025 → Present
    Waltham, MA
  • 09/2025 → Present
    Whz Strategic Wealth Advisors
    Pomfret Center, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-20
S63 Uniform Securities Agent State Law Examination 2024-04-17
  • S65 Uniform Investment Adviser Law Examination
    2025-08-20
  • S63 Uniform Securities Agent State Law Examination
    2024-04-17
Other Names
  • Aleesha K Graham
  • Aleesha Kristine Graham

View on SEC IAPD

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